September 2023 Release
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We have introduced the feature to batch delete item receipts from the item receipt centre. This will help streamline your workflow and save you valuable time and effort.
Go to Item Receipt Centre and select the item receipts that you want to delete.
Then, go to Options > Batch Delete.
The selected Item Receipts will be deleted, and the status of the linked purchase order(s) will automatically change to "Released".
The batch delete functionality will only operate when LPNs are disabled. Please ensure that LPNs are turned off before utilizing this feature.
We are excited to introduce a more efficient way to manage your payments in our B2B modules: Batch Payment for Invoices. This enhancement streamlines your payment process, saving you the hassle of paying each invoice separately and allowing you to make payments for multiple invoices in a single transaction.
Navigate to the "Invoices" Module: In the Customer Portal, access the "Invoices" module.
Select Invoices to Pay: Choose the invoices you want to pay by selecting the checkboxes next to each invoice.
Initiate Batch Payment: Click on the "Pay Selected Invoices" option, which will navigate you to the payment screen.
Make Payment: On the payment screen, you will see the invoice numbers of the selected invoices for reference. Please note that the payment option is limited to card payments for this feature.
Fill in the card details and make the payment.
It is also important to note this feature does not support partial payment. The pay amount field has been disabled, so you won’t be able to update the amount. This ensures that the payment aligns with the total invoice amount.
Get Payment Receipt: Once the payment is successfully processed, the payment receipt will be generated, confirming the transaction. The customers will receive a copy of the payment receipt on your registered email.
We are excited to introduce a new module, the Universal Code Series, designed to automate the generation of UPC (Universal Product Code) and GTIN (Global Trade Item Number) numbers for your items, providing greater flexibility and control in your inventory management.
Navigate to the Universal Code Series.
Give a name to the series and choose the Code Type from the dropdown menu.
Please note that you can create either "UPC" or "GTIN" type series, or you can choose a "Both" type series that applies to both UPC and GTIN numbers.
Then, fill in the Start and End Range for the series. Setting a range for the series allows you to control the scope of your code generation. This feature ensures that your codes remain organized and within your specified limits. For example, if your start and end range is set as '400' and '500' respectively, generating 4 variants will yield UPC numbers: 400, 401, 402, and 403.
You can also define the UPC Prefix or GTIN Prefix for the series. However, prefixes are optional. The prefix will be added in front of every UPC/GTIN number generated. For instance, if you set the prefix as '111' and use the above example, your UPC numbers will be generated as: 111400, 111401, 111402, and 111403.
Click on “Add Series” to create the series.
The series will be added below in the details section.
Whenever new product variants are created, the series defined in this module will be used for UPC/GTIN.
Please note that all the columns in the series are editable except the “Current Value” column. This column defines the value of the last UPC/GTIN generated. The current value will be auto-incremented based on how many items are created using the generate variant option from the Product module.
Important Note: Only one series can remain active in this module, which will be used when creating the product variants. It is important to note here that series of type “Both” takes precedence over “UPC” or “GTIN” type series. When a series of type "BOTH" is created, all other series will be automatically set to inactive, ensuring that only one series is active at a time. Additionally, if a Both Type series is already active and you try to create a “UPC” or “GTIN” type series, the system will throw an error.
We have added the ability to add VAS Item to your B2B orders.
Step 1: Enable VAS
Navigate to the “Other Attributes” tab of the Presentation.
Scroll down and select the “Enable VAS” checkbox to enable this feature.
You can enter a title for your VAS, if desired, to help you easily identify and manage it.
Step 2: Adding VAS
Add the items to the cart and proceed to checkout.
On the Order Summary page, you will find the VAS dropdown under the list of Items. Please note that this dropdown will contain the list of VAS Items registered in the system.
Select the desired VAS item and click on “Update Cart”.
The VAS Item will be added to the Order.
We are excited to announce a new upload module “Upload Invoice Payment”. This module is designed to simplify and streamline your payment processes by allowing you to batch-upload invoice payments effortlessly.
How to Use the "Upload Invoice Payment" Module:
1. Download the template
Navigate to the Upload Invoice Payment module.
Click on “Download Template“ to obtain the upload file.
Open the downloaded template file, which comes in CSV format.
Fill in your payment data in the template. There are mandatory fields, marked with a double asterisk (**) prefix, that you must complete. Other fields are optional.
Upload the invoice payments
Once you have filled the CSV file with your data, you can follow the steps below to upload it into Xoro:
Click Browse to select the saved CSV template file.
After the file has been selected, click on “Upload”.
After the import has been completed, the result will be displayed with the message for success or error (if any).
Invoice Payment will only get uploaded into the system if there are no errors in the file.
If the upload is successful, the invoice payments will be created in the system and the corresponding invoices will be paid.
If there are errors in the file, you can download the error file, fix the errors in the original file, and upload it back into Xoro.
We have introduced a new auto-close item line(s) feature for Purchase Orders and Sales Orders, which automatically closes the item line(s) when the corresponding Advance Shipment Notice (ASN) or Wave is processed. This feature is particularly useful when you want to restrict any changes on the item level in the order.
How does it work?
ASN
Create and Release a Purchase Order. Then, proceed to create the Advance Shipping Notice (ASN)
In the “Create ASN” module, you will find the “Auto Close PO Line?” option located in the ASN Lines section.
Toggle on this option to activate the “Auto Close PO Line” functionality for the current PO and continue with the ASN creation process and receiving process.
Once all the selected Items have been received and closed through the ASN, the system will automatically close the Purchase Order Lines, restricting any changes to the PO line.
Wave
Create and Release a Sales Order. Then, proceed to create the Wave.
In the “Create Wave” module, the “Auto Close SO Line?” option has been added in the Wave Lines section.
Turn on this toggle option to activate the “Auto Close SO Line” functionality for the current SO, then proceed to create and receive the Wave.
Once all the selected Items have been shipped, the Sales Order lines will be automatically closed, restricting any changes to the SO line.
We have added the ability to promptly display the alert note added to a customer or vendor on the Sales Order and Purchase Order respectively.
To facilitate this, a new app config, "Display Alert Notes for Orders in Edit State" has been added.
If this config is enabled, the alert note will be automatically populated whenever an already existing order is opened. This ensures that you are always aware of any special instructions, preferences, or important information related to the customer or vendor, enabling you to make more informed decisions.
How does it work? Sales Order
Open a sales order from the Sales Order Centre.
If an Alert Note is added for the Customer, it will be populated automatically on the bottom right corner of the screen.
Purchase Order
Open a purchase order from the Purchase Order Centre.
If an Alert Note is added for the Vendor, it will be populated automatically on the bottom right corner of the screen.
We have added a new column, "Last Wave Date" in the Sales Order Center. This new column displays the date and time of the most recent wave created for each sales order, helping you stay on top of order processing.
We have added multiple columns in the Data Export Centre in the Inventory by Item and Sales Order headers.
Inventory by Item
We've added two new columns, ATS(Inc MO ) and ATS(Inc PO & MO) under the Inventory by Item header in the Data Export Centre. These columns allow you to gain a complete picture of your Available to Sell (ATS) inventory and enable you to make more accurate inventory forecasts and purchasing decisions.
Sales Order
We have added four new columns: Customer Group, Third Party Notes, Default Location, and Customer Service Rep in the Sales Order section in the Data Export Centre.
